Integrating Dynamics 365 with SharePoint

Microsoft Dynamics 365 (in short D365) database cost is very high compared to other cloud storage like OneDrive or SharePoint. To save this cost and collaborate on the documents better in D365 it is really helpful to integrate it with SharePoint for document management. The only challenge with this is managing the access permission of the contents. The two systems have two different types of access permission management. So if you can manage the container-based permission of SharePoint with D365's role-based permission then integrating D365 with SharePoint is really a cool solution. Check out the Document Management settings in D365 for this. Similarly, we can integrate D365 with OneNote which is one of my favorite applications for taking and managing notes. What I love most about this aspect of D365 is that we can attach online documents with the D365 records. Then we can do online collaboration without making multiple copies of the same document. Watch out for the check-in and check-out of the document feature with this as well. If we manage the documents with this approach then we can search and work on the documents and files in SharePoint in parallel to D365 which is an added advantage. Let me know if you need any help on this. With this, Narottam Das here signing off for now. Thank you.